All Posts

Are you in the wrong account?   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=m6gufxei     https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0 You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf  

It is likely that the 2024 return is being rejected due to the mistyped SSN. Correct the typo and resubmit. Your sister being claimed as a dependent in one tax year versus another tax year will not affect filing. However, if you are claiming her on the parents' return and she already filed as independent for the same tax year, it can cause the return to reject.    @mshaikh010 

Turbotax is not responsible if you provide incorrect information.     Are you saying the IRS rejected your attempt to e-file?  That means that some piece of information they have on file is different than what you provided, and they can't accept your return for automatic processing.  What exactly is the rejection message?  It may have nothing to do with your HOH status.  If you believe your return is correct, you can print and mail it.  If you already paid, you do not have to pay again to print your return and mail it in.   Or, are you saying the IRS accepted and processed your return and has now sent a letter disputing something in your return?  That is a completely different problem.  What are they disputing?

As per this passage in my reply:   "I discovered that when my sister had filed her taxes in 2023 to declare some money she had spent from her Pell grant for non-education expenses, she had not listed herself as a dependent since our parents did not file taxes that year (i.e., TurboTax asked her if anyone will claim her as dependent in 2023, and she selected no since my parents had not intended to file at the time).   I'm assuming that's what may be causing at least one of the errors to show up, since she is now listed as a main filer who is not dependent. In actuality, she is."   Is this also what caused my parents' 2024 return to be rejected, or is it simply the mistyped SSN?

<p> The discussion highlights confusion around entering income on Form 1099-NEC and its tax implications. It’s encouraging to see users helping each other navigate independent reporting. A clear understanding of tax forms is crucial to avoiding errors and penalties. Platforms like this make filing easier by sharing experiences and guidance. </p>

On the Form 1040, Line 6a is the amount of the SS benefits received as reported to you on Form SSA-1099 box 5.  On Line 6b is the amount of the SS benefits that is taxed.   Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches: Married Filing Jointly - $32,000 Single or Head of Household - $25,000 Married Filing Separately - 0

As others have stated, if your child is under 17, you get the up to $2000 Child tax credit (CTC) every other year.  You get $0 dependent credit on the alternating years.  You may have to change your W-4 every year.    You should further be aware that there is a special rule in the case of divorced & separated (including never married) parents. When the non-custodial parent is claiming the child as a dependent/exemption/child tax credit; the custodial parent is still allowed to claim the same child for Earned Income Credit, Head of Household filing status, and day care credit. This "splitting of the child" is not available to parents who lived together at any time during the last 6 months of the year; then only one of you can claim the child for any tax reasons. The tax benefits may not be split in any other manner. Note in particular that the non-custodial parent can never claim the Earned Income Credit, Head of Household filing status or the day care credit, based on that child, even when the custodial parent has released the dependency to him.  So, it's a good idea to let the other parent know that you will be claiming those items, as many first time divorced parents are not aware of this rule and may try to claim those items, which will cause the IRS to send out letters. Ref: https://www.irs.gov/publications/p17#en_US_2017_publink1000170897 Scroll down to "Children of divorced or separated parents (or parents who live apart)" You can if you are the custodial parent.  The custodial  parent is the parent the child lived with for more than 183 nights in 2024 

The IRS has nothing to do with your state refund.   Your state return is being processed by your state, and the refund will come from your state--not from the IRS.   Federal and state refunds come from completely separate entities,  There is no rule as to which one will come first or how much time there will be between their arrivals.  Some states process returns quickly and some are very slow.   STATE RETURN Make sure your state return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   To track your state refund:       ttps://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0  

Q. Would you recommend filing the amendments?  A. Yes.  File an IL resident return for both years and amend your MO return from resident to non resident.    The general rule is: your report all your income on your home state return, even the income earned out of state. You file a non-resident state return for the state you worked in and pay tax to that state. Your home state will give you a credit, or partial credit, for what you paid the non-resident state. You should file a non resident MO state return and pay MO tax on the income earned there.. You will also file a IL full year resident return and calculate tax on ALL your income. IL will give you a credit, or partial credit, for the tax you pay MO. So, there will be little or no double taxation, but you have the cost and hassle of filing two state returns. Do the nonresident state return first.   Doing the returns in the correct sequence insures that your IL return will include the credit for the tax you pay to MO.

Do you and the other parent have a signed agreement?   If so, the non-custodial parent is the one who is getting the child tax credit and you are not getting the CTC at all, nor are you getting the $500 credit for other dependents.     Are you the custodial parent?  Do you have an agreement with the other parent to allow the other parent to claim them--due to divorce or that you live apart and share custody?  Did one of you sign a Form 8332?   If there is a signed 8332 then the custodial parent retains the right to file as Head of Household, get earned income credit and the childcare credit.  The non-custodial parent gets the child tax credit for children under the age of 17.  If the child is 17 or older the non-custodial parent gets the $500 credit for other dependents.   If you and the other parent have a signed agreement, you need to indicate in MY INFO that you have such an agreement.   As far as the IRS is concerned, the custodial parent is the one with whom the child spent the most nights during the tax year--at least 183 nights.    

My job is located in Missouri. Would you recommend filing the amendments? My biggest concern right now is the fact that I voted in the 2024 election and even then though I was living in Illinois for the required amount of time to be able to vote, I don’t want them to see that I filed Missouri resident and suspect me of voter fraud. I can prove my Illinois residence as I started a utility bill in my name at my current home in September when I moved back.